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PRUDENT INVESTOR ADVISORS, LLC
CRD 121922File 801-63481
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$171.5M
Non-discretionary $1.13B
Clients
230
238 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 15, 2004
- Principal office
- 101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA, 95630
- Phone
- 866-446-1848
- Website
- https://prudentllc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $171.5M
- Non-discretionary AUM
- $1.13B
- Discretionary accounts
- 191
- Non-discretionary accounts
- 47
- Total accounts
- 238
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $428K |
| Charitable organizations | 10 | $34.2M |
| High net worth individuals | 26 | $95.9M |
| Pooled investment vehicles | 1 | $137.4M |
| Pension and profit sharing plans | 30 | $615.6M |
| State or municipal government entities | 7 | $378.3M |
| Individuals (other than high net worth individuals) | 153 | $40.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.